Anic Equity¶
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Total return since start: 0.599 %¶
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Equity now: -----------------------------> 48847.11 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 42163.51 Kr¶
PnL: ---------------------------------------> -269.77 Kr¶
DD now: ---------------------------------> -8.044 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 13:45:43.775110'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.300000 | 1661.580000 | 194.040000 | 13.220000 | 1467.540000 |
| Orrön Energy | 180 | 0.660000 | 2053.800000 | 16.200000 | 0.800000 | 2037.600000 |
| Hoist Finance | 35 | 1.430000 | 992.250000 | 14.000000 | 1.430000 | 978.250000 |
| HEXPOL B | 9 | 0.170000 | 1030.500000 | 12.600000 | 1.240000 | 1017.900000 |
| Catena | 2 | 1.520000 | 801.600000 | 12.000000 | 1.520000 | 789.600000 |
| JM | 6 | 1.320000 | 873.600000 | 11.400000 | 1.320000 | 862.200000 |
| BioGaia B | 8 | 1.120000 | 938.400000 | 10.400000 | 1.120000 | 928.000000 |
| Sagax B | 4 | 1.170000 | 862.000000 | 10.000000 | 1.170000 | 852.000000 |
| Sagax A | 4 | 0.000000 | 860.000000 | 8.000000 | 0.940000 | 852.000000 |
| Atrium Ljungberg B | 5 | 0.750000 | 940.000000 | 7.000000 | 0.750000 | 933.000000 |
| Platzer Fastigheter Holding B | 12 | 0.500000 | 963.600000 | 4.800000 | 0.500000 | 958.800000 |
| ASSA ABLOY B | 3 | 0.460000 | 780.600000 | 3.600000 | 0.460000 | 777.000000 |
| Clas Ohlson B | 12 | 0.190000 | 972.600000 | 1.800000 | 0.190000 | 970.800000 |
| AcadeMedia | 8 | -0.400000 | 401.200000 | 0.000000 | 0.000000 | 401.200000 |
| Bilia A | 8 | -0.440000 | 895.200000 | -2.400000 | -0.270000 | 897.600000 |
| SKF B | 5 | -0.400000 | 934.250000 | -3.750000 | -0.400000 | 938.000000 |
| Biotage | 7 | -0.450000 | 935.200000 | -4.200000 | -0.450000 | 939.400000 |
| Hexatronic Group | 12 | -0.470000 | 960.000000 | -4.560000 | -0.470000 | 964.560000 |
| Creaspac SPAC | 39 | -0.320000 | 3701.100000 | -7.800000 | -0.210000 | 3708.900000 |
| Gränges | 9 | -0.870000 | 918.000000 | -8.100000 | -0.870000 | 926.100000 |
| EQT | 4 | -1.010000 | 821.200000 | -8.400000 | -1.010000 | 829.600000 |
| OX2 | 13 | -1.030000 | 937.950000 | -9.750000 | -1.030000 | 947.700000 |
| Byggmax Group | 33 | -1.180000 | 943.140000 | -11.220000 | -1.180000 | 954.360000 |
| Nordic Waterproofing Holding | 7 | -1.740000 | 947.800000 | -16.800000 | -1.740000 | 964.600000 |
| Alimak Group | 11 | -1.900000 | 908.600000 | -17.600000 | -1.900000 | 926.200000 |
| Addnode Group B | 11 | -2.570000 | 894.850000 | -23.650000 | -2.570000 | 918.500000 |
| VEF | 909 | -2.160000 | 1812.550000 | -32.720000 | -1.770000 | 1845.270000 |
| Latour B | 4 | -4.120000 | 820.000000 | -35.200000 | -4.120000 | 855.200000 |
| Indutrade | 5 | -3.170000 | 1176.000000 | -38.500000 | -3.170000 | 1214.500000 |
| Vitec Software Group B | 2 | -4.520000 | 1035.000000 | -49.000000 | -4.520000 | 1084.000000 |
| Bufab | 3 | -4.660000 | 1054.800000 | -51.600000 | -4.660000 | 1106.400000 |
| Hexagon B | 26 | -1.620000 | 3395.600000 | -55.900000 | -1.620000 | 3451.500000 |
| INVISIO | 16 | -2.170000 | 3600.000000 | -80.000000 | -2.170000 | 3680.000000 |
| BHG Group | 97 | -7.930000 | 1340.540000 | -114.460000 | -7.870000 | 1455.000000 |
| TOTAL | 42163.510000 | -269.770000 | -8.04445% | 42433.280000 |
Updated:¶
'2023-07-03 13:46:00.490852'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
